晨会纪要 2024-10-25 | --- | --- | --- | |--------------|-----------------------------------------------------------------|------------------------------------------------------------------------------------------------------| | | | 2024 年 10 月 25 日 星期五 | | 【摘要】 | | | | 【今日要闻】 | | | | | 美国上周30年期按揭贷款/抵押贷款利率6.54%(格隆汇) | | | | | 广州市房协副会长黎振伟:未来需要着力于让各种经济体在这个行业里相互发挥作用,调动消费者的积极性(格隆汇) | | | 多家银行理财子公司下调产品费率,部分产品实现"零费率"(格隆汇) | | | | 美股异动 \| 英迈科技(INGM.US)登陆美股市场 开盘涨超14%(智通财经) | | | | 欧元区商业活动陷入停滞(智通财经) | | | | 美国货币市场基金资产规模增 ...

晨会纪要 2024-10-24 | --- | --- | --- | |---------------------|-------------------------------------------------------------------------------------------------------|----------------------------| | | | 2024 年 10 月 24 日 星期四 | | 【摘要】 | | | | 【今日要闻】 | | | | | 美国国务卿布林肯与沙特王储会面 继续推动中东停火(第一财经) | | | | 以太坊跌破2500美元(格隆汇) | | | | 美国股市延续跌势(第一财经) | | | | 欧洲央行官员:下一次政策决定拥有充分的选择余地(第一财经) | | | | 加拿大投资银行集团:下调Enphase Energy(ENPH.US)评级,由买入调整至持有评级, 目标价由140.00美元调整至 | | | 95.00美元(智通财经) | | | | | 美联储褐皮书显示,总体来看,自九月初以来,几乎所有地区的经济活动变化不大, ...

Summary of Key Points Core Insights - WTI crude oil prices surged by 3% indicating potential volatility in energy markets [1] - The UN Conference on Trade and Development highlighted severe pressures on global maritime chokepoints such as the Red Sea, which could impact trade flows [1] - Fitch Ratings anticipates a slow but positive growth in traffic for North American airlines in 2025, suggesting a recovery trend in the aviation sector [1] Company Ratings Adjustments - Canadian Montreal Bank maintained the rating for AZEK Co (AZEK.US), adjusting the target price from $46.00 to $49.00 [1] - The same bank also adjusted the target price for Boise Cascade (BCC.US) from $130.00 to $136.00, indicating a positive outlook [1] - Marsh & McLennan (MMC.US) saw its target price raised from $217.00 to $228.00, reflecting confidence in its performance [1] - Fortune Brands (FBIN.US) had its target price increased from $84.00 to $95.00, suggesting a favorable market position [1] - Travelers Companies (TRV.US) had its target price adjusted from $233.00 to $270.00, indicating a strong growth potential [1] - Canadian Investment Bank Group upgraded Iamgold (IAG.US) from hold to buy, with a target price increase from $7.75 to $10.50, signaling a bullish outlook [1]

Summary of Key Points Core Insights - The report highlights significant market movements and upcoming events in the financial sector, including stock listings and special suspensions of trading for various companies [1][2][3]. Company Listings - Several companies are scheduled for listing on October 22, 2024, including: - Strong Circuit (301628) with the online subscription rate announcement - Jianlankang (603205) with the preliminary inquiry termination date - Kobal (920066) with the online subscription date [1][2]. Special Trading Suspensions - Trading suspensions are noted for various companies due to specific corporate actions, such as: - Shengda Resources (000603) suspended due to plans for issuing shares to purchase assets and raise supporting funds [1]. - Multiple bonds from Zhonglin Group and other entities are also suspended, effective from November 21, 2023, and other dates [1][2][3][4][5][6][7]. Market Trends - The report indicates a trend of increased trading suspensions across various sectors, reflecting ongoing corporate restructuring and financial adjustments within the market [1][2][3][4][5][6][7]. Financial Instruments - A variety of financial instruments, including bonds and asset-backed securities, are mentioned with specific suspension dates, indicating a broader impact on the investment landscape [1][2][3][4][5][6][7]. Conclusion - The report provides a comprehensive overview of the current state of the market, focusing on upcoming listings and trading suspensions, which are critical for investors to consider in their strategies [1][2][3][4][5][6][7].

晨会纪要 2024-10-18 | --- | --- | --- | |-----------------------|------------------------------------------------------------------------------------------------------|----------------------------| | | | 2024 年 10 月 18 日 星期五 | | 【摘要】 | | | | 【今日要闻】 | | | | | 美国上周30年期按揭贷款/抵押贷款利率上升至6.44%(格隆汇) | | | | 多家银行理财子公司官宣部分产品提前终止(格隆汇) | | | | 美债波动率指数创建者:美国大选后债券市场将掀起风暴(格隆汇) | | | | 两家公募机构同日更新旗下产品动态 全国首单水利设施REITs网下认购倍数创年内新高(格隆汇) | | | | 加拿大投资银行集团:下调Lilium(LILM.US)评级,由买入调整至持有评级, 目标价由1.85美元调整至0.70美元(智通 | | | 财经) | | | | | 美联储最 ...

Group 1: Fiscal Policy Measures - The Ministry of Finance announced a targeted package of incremental policies to address social concerns, reflecting the spirit of the September 26 Politburo meeting[1] - The central government has significant room for increasing debt, with a potential increase of around 10 trillion yuan to address local hidden debt issues[1] - Special government bonds will be issued to support state-owned banks in replenishing core tier one capital, enhancing the ability to support the real economy[1] Group 2: Real Estate Market Support - A combination of policies will be implemented to stabilize the real estate market, focusing on both demand and supply sides[1] - Special bonds will be allowed for land reserves and the acquisition of existing homes to alleviate liquidity pressures on local governments and real estate companies[1] - Tax policies will be optimized to provide substantial support for the real estate market, promoting stable and healthy development[1] Group 3: Economic Growth and Risk Management - The fiscal measures aim to enhance market confidence and stimulate economic growth in the short term while improving structural quality in the long term[1] - Emphasis on managing expectations effectively, with a clear message that fiscal policy can adequately support economic needs[1] - The government aims to complete the annual economic and social development goals set by the Politburo through these targeted fiscal measures[1]

晨会纪要 2024-10-17 | --- | --- | |------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------| | | 2024 年 10 月 17 日 星期四 | | 【摘要】 | | | 【今日要闻】 | | | | 加拿大蒙特利尔银行:重申DraftKings(DKNG.US)评级,由优于大市调整至优于大市评级, 目标价由48.00美元调整至 | | 48.00美元(智通财经) | | | | 加拿大投资银行集团:维持Penumbra(PEN.US)评级,由买入调整至买入评级, 目标价由176.00美元调整至235.00美元 | | (智通财经) | | | | 加拿大投资银行集团:维持Hillman Solns(HLMN.US ...

晨会纪要 2024-10-16 | --- | --- | |--------------------------------------------------------------------|-------------------------------------------------------------------------------------------------------| | | 2024 年 10 月 16 日 星期三 | | 【摘要】 | | | 【今日要闻】 | | | 美联储戴利:自2023年经历银行动荡以来,已经过去了18个月(格隆汇) | | | 美联储戴利:美联储是经济状况的接受者(格隆汇) | | | 美股异动 \| 星辉新发展(SFHG.US)登陆美股市场 开盘触及熔断(智通财经) | | | | 小摩:维持Freeport-McMoRan(FCX.US)评级,由中性调整至中性评级, 目标价由53.00美元调整至55.00美元(智通财经 | | ) | | | | 小摩:维持Coty(COTY.US)评级,由中性调整至中性评级, 目标价由11.00美元调整至 ...

晨会纪要 2024-10-15 | --- | --- | --- | |---------------------|-------------------------------------------------------------------------------|------------------------------------------------------------------------------------------------------| | | | 2024 年 10 月 15 日 星期二 | | 【摘要】 | | | | 【今日要闻】 | | | | | 中国人民银行副行长宣昌能出席金砖国家财长和央行行长会议(格隆汇) | | | | 意大利/德国10年期国债收益率利差收创3月份以来最窄水平(格隆汇) | | | | | 印度外交部:决定驱逐6名加拿大外交官,要求他们在2024年10月19日晚上11:59之前离开印度(格隆汇) | | | 埃及央行预计本周将维持利率不变(格隆汇) | | | | 印度驱逐6名加拿大外交官员(格隆汇) | | | 快讯(第一财经) ...

晨会纪要 2024-10-14 | --- | --- | --- | |----------------------------|----------------------------------------------------------------------------------------------------|----------------------------| | | | 2024 年 10 月 14 日 星期一 | | 【摘要】 | | | | 【今日要闻】 | | | | | 美股期货亚市盘初走低,纳指期货跌0.2%(格隆汇) | | | | 美联储11月降息25BP的概率为95.6% 不降息概率4.4%(格隆汇) | | | | 六九一二(301592.SZ)网上定价发行中签率为0.0172%(智通财经) | | | | 苏州天脉(301626.SZ)IPO定价21.23元/股 于10月15日开启申购(智通财经) | | | | 四部门:精准支持绿色发展和低碳转型重点领域(中国证券报) | | | | 逾百家公司披露三季度业绩预告 超八成预喜(中国证券报) | | | | ...